中生製藥(01177.HK):未來數年腫瘤藥將有快速發展
中生製藥(01177.HK)上半年研發支出達16.9億元人民幣,佔收入約13.5%。副總裁謝炘在業績發布會上表示,公司重視研發研發,因此並沒有對研發費用封頂。他預期,下半年的研發費用不會如上半年多,有助支持利潤增長。
他又指,公司的腫瘤藥在未來幾年將會發展得很快,銷售佔比有機會超過其他品種的藥物,或會提升至40至50%水平。他又樂見公司有3個獨家品種列入《2019年國家醫保藥品目錄調整工作方案(徵求意見稿)》中,有見這些藥物過往在市場上具有不錯的銷量。
他提到,公司有收購計劃,看到市場上有些創新藥公司不想興建大規模生產線,並想將資源集中在研發,因此會邀請公司成為其股東。若未來公司想投資一些未有的藥物品種,將會有進行併購的機會。
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